ENERGY & FIELD SERVICES
Software for installers
Survey to sign-off for solar, heat pump and retrofit installers. Quotes carry into scheduled jobs, engineers work offline in the van, and the scheme paperwork assembles itself from evidence captured on site rather than from memory a fortnight later.
What we delivered
A single connected platform rather than a shelf of separate products — every module below shares one record, one login and one audit trail, configured around how installers actually run.
The modules involved
- Surveys & quotes
- Scheduling
- Engineer mobile app
- Van stock
- Scheme compliance
- Handover packs
- Aftercare
How delivery actually runs
Week 1 — We come and look
A Business Systems Analyst spends a day inside your business, sitting with the people who actually do the work.
Weeks 2–4 — We build in the open
You see working software every week, not a status report. What is wrong gets said early, while changing it is still cheap.
Week 5 — Your data moves across
Spreadsheets, the old system, the shared drive — migrated, reconciled and checked against what you had.
Week 6 — Go live, then stay live
Training for the people who will use it, then support that answers. We do not hand over a login and disappear.
The systems behind it
A whole-company platform is assembled from the same systems we build for every sector, configured around how installers actually work: